Dashboard Sharing with Others

Will there be a way that we will be able to share dashboards with just email addresses even if they aren't an agent? This is available in insights and helps us send reports to engineers that don't really need licenses in our support ticketing system. Primarily for reports on number of incidents and problem tickets there are so that they can prioritize bug fixes better.

It would be even better if we could embed the dashboards onto a site and have the data publicly viewable.

Update on our end - we're currently working on enabling you to share live dashboards via public or password-protected links. Once done, anyone with the link (& password when password-protected) will be able to access the live dashboards (caveat: we're respecting IP restrictions that may be configured on your Zendesk instance). I can't officially commit to an exact availability timeline. However based on our current velocity & priorities, I do hope we can launch the EAP in the course of Q3 (indicative timeline).

We'll then focus on the ability for you to schedule dashboard exports with individuals (with Support agents or email addresses). Timeline still TBC.

Hi Stassa and Ayal, we're currently working on a feature that will enable you to share interactive dashboards with stakeholders who do not have a Zendesk seat. You'll be able to share with them a URL, which they'll be able to browse directly. Note that if you've configured IP restrictions, we'll be enforcing said restrictions.

We do have internal users who do and do not have a Zendesk end-user account, who need to be provided the URL to access dashboards. We also have client executives that do and do not have Zendesk end-user accounts.

+ 1 to all this, basically — super important for us to give access to sales and account managers who want to be able to report on some basic metrics for their customers but aren't giving support through Zendesk. Looking forward to an EAP!

Full support for the ability to display a dashboard via a URL, we have a video wall with several large screens, and use these to display metrics to help identify issues quickly and to keep staff informed.

The url option is ideal, as we run a browser in kiosk mode on each screen, this is done to automate the video wall completely and reduce the need to interact with each display.

Desperate to get this feature as using a agent license for each screen is ludicrous. Ideally a "dashboard" license would make much more sense.

Dear all, we're making good progress with the development of this feature, which we are planning to launch in EAP within the next couple of months. Once released, you'll be able to create a public/password protected link, and share it with anyone (assuming they connect from the IPs that are allowed to connect to your Zendesk instance).

I definitely would love to see this added but would also add that the root cause of this issue is that we are not able to effectively manage end users with anything other than organizations. This is not ideal when you work in an environment with logical segmentation of users but all exist inside a single identity provider.

If we could just have the ability to organize end users more effectively (groups), I think features like this would be an easy add.

Along the line of this feature, if you had more end user manageability we could also easily manage what forms certain users could access instead of having to hack it with JavaScript in the help center.

Please push this feature forward but also consider more end user manageability as well

As mentioned by Chris, we have launched an EAP that will enable you to create public or password-protected live links to any of your dashboards, and share them with anyone (or put them up on live monitors). You can read more information about that EAP here.

In H1 2020, we will also be introducing the possibility to schedule dashboard snapshots with anyone.

I completely agree with this need/feature request. We have certain clients who need information as well as members of our engineering team who are requesting specific reporting that don't warrant a support seat. Even being able to download/export and then email is tedious- if certain dashboards could be scheduled to be emailed and viewable, and the actual dashboards be viewable in explore that would be hugely helpful. (To our CTO, VPs, Client partners, etc). They literally only need reporting.

Is this new feature will permit us to choose a data filter when scheduling a dashboard delivery ? The idea is to send to our customers (dashboard filtered on organization) or agent (dashboard filtered on agent) personnalised datas without duplicate *1000 times dashboards.